Sowell Financial Services LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$30,610,357

+$538,044 QoQ

Shares Held

61,173

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#738

of 4,950 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $31,749,161 across 3 Insurance - Diversified names. BRK-B ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	61,173	$30,610,357
2	AIG	American International Group, Inc.	9,117	$679,490
3	HIG	Hartford Insurance Group, Inc.	3,466	$459,314

All Filings in BRK-B

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,610,357	61,173	+2.4%	Shares	Sole	2026-07-20
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-20
2026-03-31	$28,636,033	59,758	+2.2%	Shares	Sole	2026-04-20
2025-12-31 BRK-A	$1,509,600	2	+100.0%	Shares	Sole	2026-01-21
2025-12-31	$29,402,009	58,494	-0.0%	Shares	Sole	2026-01-21
2025-09-30 BRK-A	$754,200	1	-66.7%	Shares	Sole	2025-10-17
2025-09-30	$29,421,853	58,523	+3.9%	Shares	Sole	2025-10-17
2025-06-30 BRK-A	$2,186,400	3	0.0%	Shares	Sole	2025-07-14
2025-06-30	$27,371,682	56,347	+1.2%	Shares	Sole	2025-07-14
2025-03-31 BRK-A	$2,395,326	3	-66.7%	Shares	Sole	2025-04-17
2025-03-31	$29,650,326	55,673	-0.9%	Shares	Sole	2025-04-17
2024-12-31	$25,461,190	56,171	-17.4%	Shares	Sole	2025-02-07
2024-09-30	$31,284,792	67,972	+4.9%	Shares	Sole	2024-10-04
2024-06-30	$26,365,114	64,811	-0.7%	Shares	Sole	2024-08-13
2024-03-31	$27,457,432	65,294	-3.1%	Shares	Sole	2024-05-03
2023-12-31	$24,022,834	67,355	+1.3%	Shares	Sole	2024-01-24
2023-09-30	$23,299,854	66,514	+2.1%	Shares	Sole	2023-11-08
2023-06-30	$22,223,652	65,172	+10.3%	Shares	Sole	2023-08-14
2023-03-31 BRK-A	$4,190,400	9	+12.5%	Shares	Sole	2023-05-12
2023-03-31	$18,251,085	59,109	-8.2%	Shares	Sole	2023-05-12
2022-12-31	$19,890,688	64,392	+23.9%	Shares	Sole	2023-02-09
2021-12-31	$15,542,020	51,980	+0.9%	Shares	Sole	2022-02-09
2021-09-30	$14,066,235	51,536	-7.8%	Shares	Sole	2021-11-04
2021-06-30	$15,533,782	55,893	-23.8%	Shares	Sole	2021-08-05
2021-03-31 BRK-A	$3,085,616	8	0.0%	Shares	Sole	2021-05-07
2021-03-31	$18,731,571	73,322	+4.4%	Shares	Sole	2021-05-07
2020-12-31 BRK-A	$2,782,520	8	0.0%	Shares	Sole	2021-01-13
2020-12-31	$16,287,244	70,243	+0.6%	Shares	Sole	2021-01-13
2020-09-30 BRK-A	$2,560,008	8	-27.3%	Shares	Sole	2020-11-12
2020-09-30	$14,867,470	69,820	+9.0%	Shares	Sole	2020-11-12
2020-06-30 BRK-A	$2,940,300	11	-8.3%	Shares	Sole	2020-08-13
2020-06-30	$11,437,492	64,072	+0.1%	Shares	Sole	2020-08-13
2020-03-31 BRK-A	$3,264,000	12	—	Shares	Sole	2020-05-12
2020-03-31	$11,704,410	64,018	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.